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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

429 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 158 increasing their positions, 109 reducing their positions, and 18 closing their positions.

Holders
429
Holders Change
+46
Holders Change %
+12.01%
% of All Funds
6.63%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
69
Increased
158
Reduced
109
Closed
18
Calls
$650K
Puts
–
Net Calls
+$650K
Net Calls Change
+$650K

Top Buyers

1
FIG
1
FundX Investment Group
California
$52M
2
Bank of America
2
Bank of America
North Carolina
$192M
3
Morgan Stanley
3
Morgan Stanley
New York
$412M
4
WA
4
Win Advisors
Florida
$23.6M
5
AAS
5
Ameritas Advisory Services
Nebraska
$14.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.9M
2
Betterment LLC
2
Betterment LLC
New York
$65.2M
3
SW
3
SVB Wealth
Massachusetts
$2.8M
4
CAN
4
Cetera Advisor Networks
California
$2M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$412M 4,435,782 +277,771 +7%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$192M 2,067,128 +29,763 +1%
Bank of America
3
Bank of America
North Carolina
$192M 2,065,199 +337,233 +20%
Betterment LLC
4
Betterment LLC
New York
$65.2M 701,666 -62,409 -8%
Ameriprise
5
Ameriprise
Minnesota
$65.1M 700,720 +10,430 +2%
UBS Group
6
UBS Group
Switzerland
$58.5M 629,995 +15,771 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$57M 612,927 +150,813 +33%
FIG
8
FundX Investment Group
California
$52M 559,905 +559,905 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$47.2M 508,374 +32,499 +7%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$40M 430,659 +29,372 +7%
Goldman Sachs
11
Goldman Sachs
New York
$30.9M 333,052 -78,402 -19%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$28.8M 309,858 +20,258 +7%
LPL Financial
13
LPL Financial
California
$27.1M 291,352 +21,335 +8%
Truist Financial
14
Truist Financial
North Carolina
$24.1M 258,984 -19,266 -7%
WA
15
Win Advisors
Florida
$23.6M 253,785 +253,785 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$21M 226,444 +23,086 +11%
Osaic Holdings
17
Osaic Holdings
Arizona
$20.3M 218,244 +25,215 +13%
Mariner
18
Mariner
Kansas
$20.1M 216,135 +1,999 +0.9%
SEI Investments
19
SEI Investments
Pennsylvania
$19.1M 205,429 -1,027 -0.5%
Wells Fargo
20
Wells Fargo
California
$19.1M 205,146 +15,996 +8%
US Bancorp
21
US Bancorp
Minnesota
$19M 204,508 -7,510 -4%
Creative Planning
22
Creative Planning
Kansas
$16.3M 175,058 +622 +0.4%
AAS
23
Ameritas Advisory Services
Nebraska
$14.9M 159,962 +159,962 New
GI
24
Gradient Investments
Minnesota
$14.8M 159,354 +61,855 +63%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$13.4M 143,899 -4,590 -3%
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